(CG) Mortgage Broker Assistant / Loan Processor - 314

Position: MORTGAGE BROKER ASSISTANT / LOAN PROCESSOR

Salary rang e: up to ₱66,000 PHP/month, with the final offer subject to the client’s discretion based on the candidate’s experience

Working Hours: NZ business hours

Work set-up: 100% Remote work

Holidays : New Zealand Holidays

OVERVIEW ON THE ROLE

We are seeking a proactive and detail-oriented Mortgage Broker Assistant / Loan Processor to join a dynamic mortgage finance team. This role involves supporting mortgage broking operations, managing lender interactions, and assisting with client file processing. The ideal candidate thrives in a fast-paced environment, is highly organized, and brings energy and initiative to the team.

Core Responsibilities

Loan Processing & CRM Workflow:
- Finalize lender selections based on client needs and loan strategy
- Perform accurate funding calculations
- Maintain data accuracy and submit notes in CRM systems, using AI tools where possible (target: min. 2 files/day)
- Provide lender servicing support and familiarize yourself with key bank policies
- Manage the ApplyOnline (AOL) loan submission process
- Handle SMSF structures and self-employed loan applications
- Assess income documentation — review payslips, company and individual tax returns
- Conduct lender file follow-ups and track progress
- Flexibly support ad-hoc tasks and multitask effectively during shifts

Client Management & Communication:
- Assist with back-book client management (advantageous but not mandatory)
- Follow the client review process end-to-end, beyond just scheduling meetings
- Communicate with clients primarily via email (no outbound calling required)
- Maintain professionalism with clients and internal teams; positive energy and a collaborative attitude are essential

Team Collaboration:
- Participate on regular team Zoom calls for updates and team-building

Requirements
Required Experience & Skills
- Minimum 2 years’ experience of relevant experience
- Proficient with MyCRM and ApplyOnline
- Strong skills in Microsoft Excel and Word , including spreadsheet creation
- Excellent attention to detail, especially with data entry and documentation
- Ability to multitask and work independently
- Proactive problem-solver with a positive, engaging team presence

Tools & Software You’ll Use
- MyCRM (loan pipeline management)
- ApplyOnline (AOL) (lender submission platform)
- Microsoft Office: Excel & Word
- Zoom (team meetings)
- AI tools within CRM (for file notes)